About Us

At Horizon Wealth Management, our clients are accomplished individuals, families and business owners living busy and productive lives. They rely on us to develop strategies to help preserve their wealth, support their income needs throughout retirement, and provide guidance and oversight in organizing and managing their finances. We respond to these needs by developing personal and comprehensive strategies designed to pursue a lifetime of financial independence.

It would be our pleasure to assist you in defining your goals and developing strategies tailored to your needs and objectives.

Our experienced wealth advisors and financial planners seek to remove the complexity and uncertainty often associated with managing significant wealth. Our comprehensive approach to financial and investment planning, combined with objective research and our independent perspective enable us to help you make clear and confident financial decisions fully aligned with your needs and objectives.

• Knowledgeable financial advisors who partner with you as your personal advocates and guides
  
• Access to independent research from many of the industry's most respected investment strategists
  
• Wealth of services and resources to address your most complex and sophisticated financial needs and challenges
  
• History of exceptional client care and service standards

Contact Us to begin making a difference for your financial future.